Advisory Services offered through Dorman Financial Management, P.A. Securities offered through NEXT Financial Group, Inc. Member FINRA/SIPC. None of the entities named herein are an affiliate of NEXT Financial Group, Inc.

Jim is a Certified Public Accountant, with a Personal Financial Specialist designation, and Certified Financial Planner™. He maintains Series 7, 24, 63 and 65 securities licenses and variable, life, and disability licenses in Florida.

In order to receive "CE" credits for any continuing education class(es), attendees must:

Be physically present for the entire program from beginning to end;

Sign any/all morning or afternoon attendance sheets; and

Refrain from using cell phones and laptops, except during designated break times.

Registration fees shown are for ORRA members who pre-register. Registration for non-ORRA members (members of other associations) is an additional fee of $15 (unless otherwise noted). On-site registrations will incur a fee of $15 in addition to the applicable registration fee.